Plan5500

X Energy, LLC Retirement Trust — Form 5500 plan (X Energy, LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, X Energy, LLC Retirement Trust is a benefit plan reported by X Energy, LLC under EIN 27-4661265 and plan number 001. The latest loaded filing year is 2023. The filing reports 413 participants and $26,384,205 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
X Energy, LLC
EIN
27-4661265
Plan number
001
Plan type
2
Location
Rockville, MD
Latest filing year
2023
Participants
413
End-of-year plan assets
$26,384,205

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023413H, C20240920110939NAL0012989360001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,384,205
Total liabilities (EOY)
$0
Net assets (EOY)
$26,384,205
Net assets (BOY)
$13,560,555

Income & contributions

Employer contributions
$3,145,248
Participant contributions
$5,761,897
Total contributions
$10,878,619
Total income / additions
$14,185,079

Expenses & distributions

Benefits paid
$1,290,970
Administrative expenses
$51,906
Total expenses
$1,361,429
Net increase / (decrease)
$12,823,650

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kestra Advisory Services.NONE$44,966not reported in the loaded dataset2023
The Vanguard Group, Inc.NONE$6,940$02023

Related Form 5500 pages